Fund Operations Automation

We eliminate the manual work running your fund operations

Pilot Systems AI builds and operates custom automations for real estate funds, syndications, and private equity firms. GPs and fund managers spending 20 or more hours a week on back-office work use us to stop.

The cost of doing it manually

Most fund managers we work with spend significant time each week on back-office work that should not require a human.

20+
Hours per week returned to the average fund team after automating back-office operations
6
Core operations areas we automate end-to-end — from capital calls through K-1 generation
100%
Done for you. We build the automations and we operate them. Your team does not manage the technology.
$0
Software to purchase, license, or train your team on. No platforms. No portals. Automations only.
See what we automate
Capital & Distributions

The mechanics of every capital event, run automatically

Capital calls, distribution waterfalls, payment tracking, and LP notifications — we build the automation that runs the full process so your team is not doing it manually each time a fund event occurs.

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Capital Event — Q4 2024
Capital call noticeSent
LP obligation calculationsComplete
Wiring instructionsSent
Receipt trackingTracking
Fund ledger updatePending
Reporting & Communications

Investor reports and LP communications generated on schedule

Quarterly reports, capital account statements, and LP notices — generated automatically from your fund data. No manual formatting, no last-minute scrambles before the reporting deadline.

How we handle it
Q4 Report Package — Fund III
Fund overview letterGenerated
Capital account statementsGenerated
Performance summaryGenerated
LP noticesSent
K-1 packagesQ1 scheduled

Who We Serve

Built for funds that are doing this manually

Real Estate Equity Funds

Capital call, distribution waterfall, and LP reporting automation for value-add, opportunistic, and core-plus real estate funds.

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Syndications

Capital call and investor reporting automation for deal-by-deal sponsors managing multiple properties or projects simultaneously.

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Real Estate Debt & Credit

Distribution and LP reporting automation for debt funds, bridge lenders, and preferred equity vehicles.

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GP-Led Firms

Custom back-office automation for lean fund teams doing operations manually — typically one to five people handling everything.

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Built for the way funds actually operate

We work with fund managers at real estate equity funds, credit vehicles, and syndications — typically firms where one to five people handle the entire back-office workflow.

We do not replace your existing systems. We connect them, automate the workflows between them, and make sure the right work happens at the right time — without anyone doing it manually.

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How It Works

Excel / CSV Fund System Portfolio DB PSAI Automation Output Automated

01 — Audit & Build

We map your operations and build to match

We start by understanding exactly what your team does manually — every step of every process. Then we design and build automations tailored to your fund's structure, your existing tools, and your LP base. No generic software. No one-size-fits-all templates.

See what we automate
Automation Schedule Always running Capital call processing Auto-run Q4 LP report generation Complete Distribution waterfall Auto-run K-1 package generation Scheduled Data entry reconciliation Auto-run

02 — Operate

We run the automations. Your team does not manage them.

Once live, we operate the automations on your behalf. When a capital event happens, the process runs. When reporting is due, the reports generate. Your team focuses on the fund, not the technology running behind it.

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Stop doing this work manually.

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